Patricia
Lampert

Allegheny Investments, LTD

CRD#2388998
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Patricia Lampert is a certified financial planner based out of Pittsburgh, Pennsylvania who has 16 years of industry experience. Lampert is on the advisory team at Allegheny Investments, LTD. They have been with Allegheny Investments, Ltd for the entirety of their career. Lampert has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Allegheny Investments, LTD is a registered investment business headquartered in Pittsburgh, PA. The investment advisory business has offices in 15 locations and a total of 99 people on staff. It controls $675 million in assets across its 2,948 customer accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 2,948 accounts, just 9% are held by high-net-worth clients who have more than $1 million in investable assets. Allegheny Investments, LTD offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically depend on which services are offered. Fee types billed by Allegheny Investments, LTD most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Stone Quarry Crossing 811 Camp Horne Road, Suite 100
Pittsburgh, PA 15237

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Allegheny Investments, LTD Brokerage Details

Total Assets Under Management

$675,219,021

PA Average: $15,833,994,310
Total Number of Employees

99

PA Average: 41
Total Number of Accounts

2,948

PA Average: 3,342
Average Account Size

$229,043

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Patricia Lampert Work History

Patricia has been registered as a financial advisor for 16 years.*

2001 - Present (23 years)

Allegheny Investments, LTD

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patricia Lampert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allegheny Investments, LTD

Nicholas Lewandowski
Pittsburgh, PA
Jason Bolen
Morgantown, WV
Christopher Oneill
Pittsburgh, PA
Wyatt Sten
Pittsburgh, PA
Sheryl Kendrick
Pittsburgh, PA
Courtney Collins
Pittsburgh, PA
Michael Dykes
Pittsburgh, PA
Nicholaus Domachowski
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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